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Schwab US Large- Cap ETF

1,162 hedge funds and large institutions have $24.7B invested in Schwab US Large- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 404 increasing their positions, 414 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+121
Holders Change %
+11.62%
% of All Funds
17.03%
Holding in Top 10
195
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+22.64%
% of All Funds
2.86%
New
179
Increased
404
Reduced
414
Closed
45
Calls
$2.18M
Puts
$564K
Net Calls
+$1.62M
Net Calls Change
-$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
976
Bordeaux Wealth Advisors
California
$228K -$23.2K -1,236 -9%
FWP
977
Falcon Wealth Planning
California
$227K
BlackRock
978
BlackRock
New York
$226K -$56 -3 -0%
EW
979
Evoke Wealth
California
$226K -$533K -28,356 -70%
ARIS
980
Advanced Research Investment Solutions
California
$226K
ARC
981
Advisor Resource Council
Texas
$226K +$226K +12,000 New
AWM
982
Affinity Wealth Management
Delaware
$224K +$224K +11,928 New
SIA
983
Soltis Investment Advisors
Utah
$224K +$224K +11,898 New
DC
984
Davenport & Co
Virginia
$223K -$6.21K -330 -3%
Baird Financial Group
985
Baird Financial Group
Wisconsin
$223K -$78.2K -4,158 -26%
MA
986
MKT Advisors
California
$223K
PCM
987
Presidio Capital Management
California
$222K +$222K +11,796 New
IFA
988
Index Fund Advisors
California
$221K +$221K +11,739 New
WA
989
Wealth Architects
California
$220K -$20.8K -1,107 -9%
SCA
990
Snowden Capital Advisors
New York
$220K +$220K +11,715 New
SPIA
991
Steward Partners Investment Advisory
New York
$218K -$36.3K -1,929 -14%
SFG
992
SevenBridge Financial Group
Pennsylvania
$216K -$102K -5,442 -32%
ST
993
Smithfield Trust
Pennsylvania
$215K +$158K +8,442 +278%
GWWM
994
Great Waters Wealth Management
Minnesota
$214K +$214K +11,577 New
CCMG
995
Clark Capital Management Group
Pennsylvania
$213K +$213K +11,334 New
KeyBank National Association
996
KeyBank National Association
Ohio
$212K +$212K +11,286 New
SIAS
997
Summit Investment Advisory Services
Minnesota
$212K +$212K +11,280 New
SWP
998
Strategic Wealth Partners
Ohio
$211K +$211K +11,208 New
ACP
999
Aveo Capital Partners
Colorado
$209K +$209K +11,130 New
HNB
1000
Huntington National Bank
Ohio
$209K -$209K